Estate Planning

13 09, 2024

Estate Planning for Blended Families

By |2024-09-13T13:09:05-07:00September 13th, 2024|Legal Documents|0 Comments

Estate Planning for Blended Families Blended families occur when people with children from previous relationships enter a relationship and start a new family unit. Sometimes this even includes children that result from the new relationship. Estate planning can be complicated in these situations. In this article, we will go over some of the basics [...]

14 08, 2024

Preparing for Your Estate Planning Appointment

By |2024-08-06T13:12:46-07:00August 14th, 2024|Legal Documents|0 Comments

Preparing for Your Estate Planning Appointment When preparing for your estate planning appointment you may not be sure what to expect. It can feel overwhelming, but with the right information you will find it is pretty simple to prepare. In this article, we will go over the basic information you need when preparing for [...]

17 07, 2024

Uses of an Irrevocable Trust

By |2024-07-16T16:53:10-07:00July 17th, 2024|Legal Documents|0 Comments

Uses of an Irrevocable Trust An irrevocable trust is a type of trust that you cannot change once it has been created. They can be expensive and complex, but they do have special estate planning provisions. In this article, we will go over 3 uses of an irrevocable trust. Qualify for Medicaid Medicaid is [...]

21 06, 2024

7 Estate Planning Misconceptions

By |2024-06-20T09:51:05-07:00June 21st, 2024|Legal Documents|0 Comments

7 Estate Planning Misconceptions Estate planning can be complicated. There are many estate planning misconceptions that make it seem even more complex. In this article, we will clear up 7 estate planning misconceptions. 1. If You Die Without a Will, the State Gets Your Assets One of the common estate planning misconceptions is that [...]

22 05, 2024

12 Estate Planning Steps to Take Before You Die

By |2024-05-21T16:36:12-07:00May 22nd, 2024|Legal Documents|0 Comments

12 Estate Planning Steps to Take Before You Die While you may not have a large or complex estate it is still important to be prepared. Estate planning is the process of putting your affairs in order to help your loved ones deal smoothly with incapacity or death. In this article, we will go over [...]

28 02, 2024

8 Costly Estate Planning Mistakes

By |2024-02-28T13:48:54-07:00February 28th, 2024|Legal Documents|0 Comments

8 Costly Estate Planning Mistakes The goal of estate planning should be to transition your assets to your loved ones in as seamless of a manner as possible. There are mistakes that may cause you to veer of course. But they come with simple fixes. In this article, we will go over 8 costly [...]

8 11, 2023

8 Steps for a Complete Estate Plan

By |2023-11-08T11:57:33-07:00November 8th, 2023|Legal Documents|0 Comments

8 Steps for a Complete Estate Plan A complete estate plan is vital to protect your assets for your loved ones. In this article, we will go over 8 steps for a complete estate plan. 1. Inventory Your Estate It is important to take an inventory of your estate, which is a list of all [...]

4 10, 2023

Celebrity Estate Planning Mistakes-Part 5

By |2023-10-04T12:43:58-07:00October 4th, 2023|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes can be useful in helping us to avoid the same issues. In this article, we will go over five celebrity estate planning mistakes. James Gandolfini Estate Value: $70 million Date of Death: June 19, 2013 James Gandolfini had estate planning documents in place. The issue was he [...]

18 07, 2023

Generation Skipping Trust

By |2023-07-18T12:46:56-07:00July 18th, 2023|Legal Documents|0 Comments

Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping trust works. How It Works A generation skipping trust allows you to bypass your children [...]

14 06, 2023

Estate Planning for Large Estates

By |2023-06-13T15:23:32-07:00June 14th, 2023|Legal Documents|0 Comments

Estate Planning for Large Estates Estate planning for large estates is complex and may require multiple strategies. In this article, we will briefly review several avenues that are available for estate planning for large estates. Charitable Donations and Wealth Preservation There are several types of trusts that allow you to use charitable donations for [...]

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